Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $13,763 |
Filed as: FIDELITY INVESTMENT CO. INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS CO. INC Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 61 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,574 | $65,118-69.9% | $76,766-74.5% | $55,725-64.9% |
| Participation rate | 82.6% | 79.6%+3.0pp | 77.0%+5.7pp | 70.9%+11.8pp |
| Annual return | -5.66% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,567 | $1,941-19.3% | $2,485-36.9% | $2,078-24.6% |
| Participant deferral / active EE | $2,630 | $3,688-28.7% | $3,851-31.7% | $3,356-21.6% |
| Admin fee / account holder | $32 | $116-72.2% | $6,675-99.5% | $115-72.1% |